Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[StealthP3D]

I don't per se disagree with him, I just disagree with the claim that he aced the interview. I think the interview wasn't very good.

Yeah, well I think the blame for that lies squarely on the shoulders of the people asking dumb company/CEO overview type questions during a post-earnings interview which should obviously focus on the actual results that were just reported.

 

[Stars aligned]

Analysts tomorrow morning "We value the Megapack potential at $1/share."

But seriously, the bummer is 60% increase in energy density. That's a whole new ballpark. How is this possible?

 

[Carl Raymond]

But seriously, the bummer is 60% increase in energy density. That's a whole new ballpark. How is this possible?

It’s more cells per cubic meter, not more energy per cell. (There may be more energy per cell, but nothing like 60%).

Cuts down on land and materials.

 

[Stars aligned]

It’s more cells per cubic meter, not more energy per cell. (There may be more energy per cell, but nothing like 60%).

Cuts down on land and materials.

And also the inverter is now included in the pack. I would be odd if the energy per cell wouldn't have increased quite a bit....

 

[StealthP3D]

You can cache Netflix to watch later. Imagine Tesla on this list of devices:

Downloading TV shows and movies on Netflix

That's a great point! It will be like free advertising for Tesla whenever someone is configuring a new device to stream Netflix.

 

[Carl Raymond]

Introducing Megapack: Utility-Scale Energy Storage
https://www.tesla.com/megapack
Megapack | Tesla

Looking forward to the time lapse installation video. Does it even need a slab? Those containers would be extremely heavy, but a sufficient number of adjustable height supports and maybe the site needs grading, compacting, and a layer of stones only.

One week, done. Maybe less.

 

[kengchang]

Mega Pack delivered by Tesla Semi. Tesla should have a adapter to plug Semi into the Pack so Semi can literally go non-stop lol

 

[ReflexFunds]

Introducing Megapack: Utility-Scale Energy Storage
Megapack | Tesla

So key stats on Megapack:

• 3 MWh (14x Powerpack 2)
• 1.5 MW inverter
• 60% increase in energy density relative to Powerpack
  
• 10x faster installation
• Tesla can deploy an emissions-free 250 MW, 1 GWh power plant in less than three months on a three-acre footprint
• AC or DC connected.
• Every Megapack arrives pre-assembled and pre-tested in one enclosure from GF1
• Includes battery modules, bi-directional inverters, a thermal management system, an AC main breaker and controls.
• No assembly is required, only need to connect Megapack’s AC output to site wiring.
  
• 10x fewer parts than current systems on the market
• In-house software to monitor, control and monetize Megapack installations.
• All Megapacks connect to Powerhub, an advanced monitoring and control platform for large-scale utility projects and microgrids
• Can integrate with Autobidder, Tesla’s machine-learning platform for automated energy trading

Sure looks like everything hoped for to transition the electricity grid to clean energy.

 

[StealthP3D]

So key stats on Megapack:

• 3 MWh
• 1.5 MW
• 60% increase in energy density relative to Powerpack
  
• 10x faster installation
• Tesla can deploy an emissions-free 250 MW, 1 GWh power plant in less than three months on a three-acre footprint
• AC or DC connected.
• Every Megapack arrives pre-assembled and pre-tested in one enclosure from GF1
• Includes battery modules, bi-directional inverters, a thermal management system, an AC main breaker and controls.
• No assembly is required, only need to connect Megapack’s AC output to site wiring.
  
• 10x fewer parts than current systems on the market

Sure looks like everything hoped for to end the ICE age of the electricity grid.

I love the in-house developed software that uses proprietary AI powered "EnergyTrader" software to wheel and deal electricity, eliminating the need for the grid operator to employ energy traders.

 

[kengchang]

I love the in-house developed software that uses proprietary AI powered "EnergyTrader" software to wheel and deal electricity, eliminating the need for the grid operator to employ energy traders.

Does anyone know if Tesla gets subscription fee for providing these type of service?

 

[Remus]

So key stats on Megapack:

• 3 MWh (14x Powerpack 2)
• 1.5 MW
• 60% increase in energy density relative to Powerpack
  
• 10x faster installation
• Tesla can deploy an emissions-free 250 MW, 1 GWh power plant in less than three months on a three-acre footprint
• AC or DC connected.
• Every Megapack arrives pre-assembled and pre-tested in one enclosure from GF1
• Includes battery modules, bi-directional inverters, a thermal management system, an AC main breaker and controls.
• No assembly is required, only need to connect Megapack’s AC output to site wiring.
  
• 10x fewer parts than current systems on the market

Sure looks like everything hoped for to transition the electricity grid to clean energy.

It's a prefabricated peaker plant.

 

[StealthP3D]

Does anyone know if Tesla gets subscription fee for providing these type of service?

I don't know but I imagine it will be provided as a benefit of the sale.

Edit: At first I thought a utility company wouldn't want to commit to monthly fees for something like this but I'm reconsidering that since there is huge profit potential in smart energy trading. On the other hand, I'm not sure how this plays into the rules surrounding regulated electric utilities.

 

[ZeApelido]

"...60% increase in energy density...."

Can someone explain how this is possibly possible?

Maxwell cells in production confirmed.

I'm kidding!





I think....

 

[ReflexFunds]

So key stats on Megapack:

• 3 MWh (14x Powerpack 2)
• 1.5 MW inverter
• 60% increase in energy density relative to Powerpack
  
• 10x faster installation
• Tesla can deploy an emissions-free 250 MW, 1 GWh power plant in less than three months on a three-acre footprint
• AC or DC connected.
• Every Megapack arrives pre-assembled and pre-tested in one enclosure from GF1
• Includes battery modules, bi-directional inverters, a thermal management system, an AC main breaker and controls.
• No assembly is required, only need to connect Megapack’s AC output to site wiring.
  
• 10x fewer parts than current systems on the market
• In-house software to monitor, control and monetize Megapack installations.
• All Megapacks connect to Powerhub, an advanced monitoring and control platform for large-scale utility projects and microgrids
• Can integrate with Autobidder, Tesla’s machine-learning platform for automated energy trading

Sure looks like everything hoped for to transition the electricity grid to clean energy.

I would love to know what price Tesla is charging for each Megapack.

Bloomberg New Energy Finance estimated average price for a 20MW / 80MWh AC installed energy storage system at $357/KWh in 2018.
This included $204 for Battery rack, $40 for EPC costs, $37 for balance of system costs, $17 for PCS, $15 for Energy Management System, $18 for Developer Overheads and $20 for Developer Margin.

I'm sure Tesla has just brought all these costs down dramatically.

 

[Singuy]

I would love to know what price Tesla is charging for each Megapack.

Bloomberg New Energy Finance estimated average price for a 20MW / 80MWh AC installed energy storage system at $357/KWh in 2018.
This included $204 for Battery rack, $40 for EPC costs, $37 for balance of system costs, $17 for PCS, $15 for Energy Management System, $18 for Developer Overheads and $20 for Developer Margin.

I'm sure Tesla has just brought all these costs down dramatically.

Probably for a nice premium since the AI software is perhaps the most important part of this package. Seems to me that the better the software prediction, the more money you save during operation.

 

[StarFoxisDown!]

Does anyone know if Tesla gets subscription fee for providing these type of service?

This is my main question. I would certainly hope that Tesla is charging a subscription fee for their software suite, or at least have a plan to in the future.

 

[colettimj]

10x faster deployment. If half the cost is deployment, we’re looking at at least 25% reduction in the cost of storage.

Shall we call this the coal killer, or the more ambitious fossil killer?

Coal is already dead, it just doesn't know it yet.

 

[Chasingmars]

Introducing Megapack: Utility-Scale Energy Storage

There are quite a few places that rely on diesel generation for power to remote villages and such - being able to drop in a pre-fab solar plant has quite the market potential I think for this application, I have to wonder how TCO compares to diesel generators once installed cost, fuel cost, fuel shipping, maintenance and all that is factored in... Where I am the energy supply is almost entirely hydroelectric (about 90%) and the balance mostly wind and a bit of biomass but there is about 130MW of these off-grid fossil fuel generators I gather (Our sustainability approach) and our utility is planning on converting those to green power in the next several years - so there's a market example!

 

[HG Wells]

Coal is already dead, it just doesn't know it yet.

No its not.
It still makes an excellent Christmas present for all the people you want to forget !

 

[defc0n]

So key stats on Megapack:

• 3 MWh (14x Powerpack 2)
• 1.5 MW inverter
• 60% increase in energy density relative to Powerpack
  
• 10x faster installation
• Tesla can deploy an emissions-free 250 MW, 1 GWh power plant in less than three months on a three-acre footprint
• AC or DC connected.
• Every Megapack arrives pre-assembled and pre-tested in one enclosure from GF1
• Includes battery modules, bi-directional inverters, a thermal management system, an AC main breaker and controls.
• No assembly is required, only need to connect Megapack’s AC output to site wiring.
  
• 10x fewer parts than current systems on the market
• In-house software to monitor, control and monetize Megapack installations.
• All Megapacks connect to Powerhub, an advanced monitoring and control platform for large-scale utility projects and microgrids
• Can integrate with Autobidder, Tesla’s machine-learning platform for automated energy trading

Sure looks like everything hoped for to transition the electricity grid to clean energy.

Mostly interested in 60% increase in energy density. Anyone have insights into how that would be achieved? Requires battery breakthrough (maxwell) or no?